Welcome to the October edition of the Cloudoffis Bulletin.
It seems the Cloudoffis team doesn’t have an off switch, as October was another huge month. Between launching Tax Sorted, hosting intimate customer breakfasts and introducing new Auditomation features, we’re always focused on driving innovation and delivering better solutions for the Tax and SMSF industry.
So grab your coffee, settle in for the read, and don’t forget to register for our ‘Ask Graeme’ webinar below.
Sydney breakfast event: Attracting Tomorrow’s Top SMSF Talent – The Tech Advantage
At our first Cloudoffis event of the year, SMSF industry leaders gathered to tackle a pressing challenge: attracting new talent to the accounting profession, especially in SMSF auditing. With over half of SMSF auditors set to retire in the next 5-10 years, discussions quickly moved into solution mode.
A big thank you to Graeme Colley, Marjon Muizer, and Jacob Kewley for leading such an inspiring discussion on the future of SMSF firms across all tier sizes. The energy in the room was incredible, with peers sharing ideas, insights, and support.
Don’t miss out on similar events across our capital cities next year! In the meantime, check out Graeme’s reflections on our Sydney event.
Register for our upcoming ‘Ask Graeme’ webinar
Last month, we announced our partnership with Graeme Colley, and the feedback has been overwhelmingly positive due to Graeme’s influence on many SMSF careers. That’s why we’re pleased to invite you to a Q&A session with Graeme, where he’ll be available to answer your burning SMSF questions.
When: Wednesday 4th December
Time: 10-10.45am AEDT
Customer spotlight
SMSF Auditomation: New ‘Organise Documents’ features
We recently released enhancements to the organise documents features, streamlining document management and saving you up to 30 minutes admin time across each workpaper. Enjoy:
- Easy document switching: Move between documents seamlessly without closing and reopening them, reducing unnecessary steps.
- Direct tagging in DMS: Tag documents directly from the Document Management System (DMS) without navigating to financial line items.
- Document filters & icons: Filter documents into categories (Unsorted, Tagged, Permanent) and use icons to quickly identify document types.
- Efficient tagging & multiple bookmarks: Tag documents more efficiently and add multiple bookmarks for various items in one go.
- Checklist & financials integration: View multiple line items and checklists within an open document, improving clarity and workflow efficiency.
Access our step-by-step guide and demo video to help you get started.
Top Tip:
New features and updates can sometimes lead to unexpected behaviour, yet clearing cache and cookies can to get back on track in no time. View our how-to guide.
Tax Sorted is now live!
We’re excited to showcase the latest addition to the Cloudoffis family: Tax Sorted.
The past few weeks have been exciting, revealing to Tax Accountants across Australia how Tax Sorted is able to turn routine tasks into valuable time spent with clients.
With features such as our automated excel integration, one-click document imports from Xero, a secure platform with access levels that align with Xero and even the option to customise your Tax Sorted portal to a colour that suits your mood, Tax Sorted has truly impressed our clients with its capabilities and vision.
There’s even more to explore, so get your tax team to book a demo today.